Koa Wealth Management, LLC Portfolio Holdings

Koa Wealth Management, LLC

  • $126 Billion
  • Q2 2025

Koa Wealth Management, LLC has filed its 13F form on July 29, 2025 for Q2 2025 where it was disclosed a total value porftolio of $126 Billion distributed in 53 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Berkshire Hathaway Inc Class B with a value of $19B, Apple Inc. with a value of $12.7B, Alphabet Inc. with a value of $6.52B, Ishares Trishares 0 3 Mnth Tre with a value of $6.07B, and Ishares Barclays 1 3 Year Trea with a value of $5.11B.

Examining the 13F form we can see an increase of $2.09B in the current position value, from $124B to 126B.

Koa Wealth Management, LLC is based out at Encinitas, CA

Below you can find more details about Koa Wealth Management, LLC portfolio as well as his latest detailed transactions.

Portfolio value $126 Billion
Financial Services: $29.5 Billion
ETFs: $22.6 Billion
Technology: $20.2 Billion
Healthcare: $13.6 Billion
Consumer Defensive: $9.4 Billion
Consumer Cyclical: $9.1 Billion
Real Estate: $7.73 Billion
Communication Services: $6.52 Billion
Other: $3.84 Billion

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$646B
$19 Billion 15.05% of portfolio
39,022
Q2 2025 Added 0.57%
$4.22T
$12.7 Billion 10.07% of portfolio
61,796
Q2 2025 Reduced 0.04%
$1.5T
$6.52 Billion 5.18% of portfolio
36,995
Q2 2025 Reduced -0.0%
$0
$6.07 Billion 4.82% of portfolio
60,287
Q2 2025 Reduced 0.47%
$0
$5.11 Billion 4.06% of portfolio
61,671
Q2 2025 Added 6.08%
$9.26B
$4.71 Billion 3.74% of portfolio
90,521
Q2 2025 Added 5.9%
$161B
$3.92 Billion 3.11% of portfolio
19,838
Q2 2025 Added 6.95%
$2.26T
$3.79 Billion 3.01% of portfolio
17,280
Q2 2025 Added 0.19%
$1.53B
$3.77 Billion 2.99% of portfolio
68,221
Q2 2025 Added 13.37%
$568B
$3.34 Billion 2.65% of portfolio
9,401
Q2 2025 Reduced 0.37%
$89.6B
$3.3 Billion 2.62% of portfolio
14,944
Q2 2025 Reduced 16.73%
$39.5B
$3.25 Billion 2.58% of portfolio
1,777
Q2 2025 Added 73.37%
$236B
$2.82 Billion 2.24% of portfolio
15,487
Q2 2025 Reduced 10.7%
$22.8B
$2.81 Billion 2.23% of portfolio
17,246
Q2 2025 Reduced 3.52%
$114B
$2.57 Billion 2.04% of portfolio
17,162
Q2 2025 Added 0.53%
$0
$2.52 Billion 2.0% of portfolio
30,831
Q2 2025 Reduced 10.98%
$451B
$2.33 Billion 1.85% of portfolio
14,748
Q2 2025 Reduced 0.05%
$4.26B
$1.98 Billion 1.57% of portfolio
10,457
Q2 2025 Added 0.26%
$258B
$1.84 Billion 1.46% of portfolio
26,260
Q2 2025 Reduced 3.65%
$0
$1.8 Billion 1.43% of portfolio
46,394
Q2 2025 Reduced 35.49%
$96.5B
$1.8 Billion 1.43% of portfolio
6,542
Q2 2025 Reduced 9.59%
$400B
$1.72 Billion 1.37% of portfolio
4,698
Q2 2025 Added 0.41%
$546B
$1.72 Billion 1.37% of portfolio
3,061
Q2 2025 Reduced 0.68%
$0
$1.72 Billion 1.36% of portfolio
33,007
Q2 2025 Reduced 17.19%
$219B
$1.68 Billion 1.33% of portfolio
4,144
Q2 2025 Added 3.5%
$152B
$1.61 Billion 1.28% of portfolio
7,266
Q2 2025 Added 0.51%
$3.86T
$1.6 Billion 1.27% of portfolio
3,215
Q2 2025 Reduced 0.46%
$0
$1.56 Billion 1.24% of portfolio
35,683
Q2 2025 Reduced 0.63%
Brookfield Corp
-
$1.54 Billion 1.22% of portfolio
-
Q2 2025 Reduced 0.87%
Barrick Mng Corp
-
$1.43 Billion 1.14% of portfolio
-
Q2 2025 New
$0
$1.43 Billion 1.13% of portfolio
26,804
Q2 2025 Reduced 1.17%
$81B
$1.12 Billion 0.89% of portfolio
15,103
Q2 2025 Added 0.27%
$211B
$990 Million 0.79% of portfolio
7,500
Q2 2025 New
$109B
$971 Million 0.77% of portfolio
2,180
Q2 2025 Added 5.21%
$88.2B
$865 Million 0.69% of portfolio
3,781
Q2 2025 Reduced 0.26%
$288B
$858 Million 0.68% of portfolio
8,778
Q2 2025 Reduced 0.02%
$65.6B
$841 Million 0.67% of portfolio
9,253
Q2 2025 New
$359B
$769 Million 0.61% of portfolio
4,824
Q2 2025 New
$0
$751 Million 0.6% of portfolio
3,671
Q2 2025 Reduced 0.33%
$7.97B
$657 Million 0.52% of portfolio
18,457
Q2 2025 Added 29.38%
$0
$615 Million 0.49% of portfolio
1,114
Q2 2025 Reduced 1.33%
$36B
$502 Million 0.4% of portfolio
5,000
Q1 2025 Reduced 3.85%
$65.6B
$427 Million 0.34% of portfolio
6,847
Q2 2025 Reduced 11.62%
$190B
$366 Million 0.29% of portfolio
2,300
Q2 2025 Reduced 4.17%
Mbx Biosciences Inc
-
$362 Million 0.29% of portfolio
-
Q2 2025 Added 63.7%
$0
$326 Million 0.26% of portfolio
527
Q2 2025 Added 23.13%
$415B
$315 Million 0.25% of portfolio
318
Q1 2025 Reduced 3.05%
$26.9B
$290 Million 0.23% of portfolio
3,325
Q1 2025 Reduced 7.64%
$0
$259 Million 0.21% of portfolio
4,551
Q2 2025 Added 5.79%

Summary

  • Portfolio
  • No. of Stocks 53
  • Current Value $126 Billion
  • Prior Value $124 Billion
  • Filing
  • Period Q2 2025
  • Filing Date July 29, 2025
  • Form Type 13F-HR
  • Activity in Q2 2025
  • New Purchases 5 stocks
  • Additional Purchases 18 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 25 stocks
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